Pharma Space

The private equity behemoth has a war chest of $11 billion to target companies for deals in Asia and in January 2022, closed a second Asian-focused private equity fund

Ideas for profit | Aarti Industries: Buy with investment horizon of 3-5 years

Investors should watch out for market-wide gyrations to accumulate Aarti Industries’ stock. Given the elevated multiples, accumulation should be done with an investment horizon of three-five years. We believe such a vesting period is warranted to harness the diversified chemical behemoth’s foray into downstream value-add products and the optionality of value unlocking in pharma space.

Madhu Kela's investing mantra: MFs best way to save & grow money

Always seek the advice of professional mutual fund managers and invest in those funds that have been consistent performers over the last 10-20 years, and have generated money in good and bad times, says Madhu Kela, Chief Investment Strategist, Reliance Capital.

Indian mkt linked to EM trends; like agri, NBFCs: DSP BlackRock

The performance of Indian stock market should be looked at not just in isolation but also in the context of how emerging markets are doing, said Anup Maheshwari, Executive Vice President of DSP BlackRock Investment.

Tulsian upbeat on pharma, logistics cos; negative on telecom

SP Tulsian, sptulsian.com in an interview to CNBC-TV18 while sharing his views why 8K Miles does not warrant a buy at current levels and why he is bullish on the pharma space.

Brexit not a worry; invest in financials, Rallis India: IDFC Sec

The house is upbeat on the financials, capital goods and engineering spaces but bearish on consumer goods and pharma space, Anish Damania, CEO & Head-Institutional Equities, IDFC Securities.

Invest with caution; positive on pharma: Capitalmind.in

This earnings quarter in general hasn‘t been positive although some companies have done extremely well and some of the banks too have posted better than expected numbers, says Deepak Shenoy in an interview to CNBC-TV18.

Pharma market to sustain growth in FY15-16: P Lilladher

According to Prabhudas Lilladhe, The Indian Pharma market (IPM) growth is expected to sustain in FY15E-16E.

Don't see major upside for pharma; bullish on Infy: Emkay

Sachin Shah of Emkay Investment Managers is very upbeat on the IT space and is bullish on Infosys and believes HCL Tech would make a good investment idea.

Overweight on banks, like pharma; avoid metals: Dipan Mehta

Dipan Mehta is over weight on the banking space and advices investors to also go over weight.

Cipla may rally 6-8%, says Manoj Murlidharan

According to Manoj Murlidharan Vayalar of IIFL, Cipla may rally 6-8% from current levels.

Pharma sector will outperform broader markets: IIFL

Bino Pathiparampil of IIFL is overweight on pharma space. According to him, the sector will outperform the broader markets.

Drug pricing policy: Pharma majors may see impact of 5-10%

Prabhudas Lilladher has come out with its report on pharma space. According to research firm the current policy, Cipla, Dr Reddy‘s Lab, Ranbaxy, GSK Pharma‘s revenue from domestic formulation is likely to be impacted by 5-10%.

FIPB approved 8 FDI brownfield proposals in pharma sector

UR Associates has come out with its report on pharma space. According to research firm FIPB approved 8 FDI brownfield proposals.

Sun Pharma, a good stock to park your money: Sharma

Sun Pharmaceutical Industries is looking good in pharma space to invest, says Salil Sharma, Technical Analyst, Kapur Sharma & Co.

US FDA plant approvals: Positive for Ipca Labs, Cadila

After a long wait, Ipca Laboratories has finally received approval for its Indore facility from the US FDA. This facility along with its Silvassa facility would be now used to manufacture drugs to the US market.

Avoid Tata Motors: Mohindar

Prefer Ranbaxy and Glenmark from pharma space, says Rahul Mohindar, Director, viratechindia.com

Outlook on Indian Pharmaceutical sector: Fitch

Fitch Ratings has come out with its report on pharma space.

Mankind Pharma eyes top slot in industry by 2016

Chairman of Mankind Pharma, Ramesh Juneja, tells CNBC-TV18 that they aim to enter the league of top five in the pharma space in the next three years and reach the top slot by 2016.

Cipla, Glenmark better bets: Rahul Mohindar

Cipla, Glenmark better bets in pharma space, says Rahul Mohindar, Director, viratechindia.com

Cipla, Sun Pharma top picks in pharma space: Sukhani

Cipla and Sun Pharma are top picks in pharma space, says Sudarshan Sukhani of technicaltrends.com.

Nirmal Bang reviews 5 stocks in pharma space

Nirmal Bang has come out with its report on pharma space. Torrent Pharma and Glenmark Pharma owing to their discounted valuations and strong earnings trajectory are top Buy ideas, while Sun Pharmaceutical’s near-term growth looks fully priced in and therefore gets our Hold rating. We assign a Sell rating on Cipla and Cadila Healthcare.

Buy Glenmark Pharma, Ipca Labs says Emkay

Emkay Global Financial Services has come out with its report on pharma space. According to the research firm one can buy Glenmark and IPCA.

PINC Research neutral on pharma space

PINC Research has come out with its report on pharma space.

JB Chemicals to focus on contract manufacturing

JB Chemicals and Pharmaceuticals plans to focus on its contract research and manufacturing (CRAMS) business to build its position in the sector that is expected to see rapid growth, a senior official said, after the Indian drugmaker sold its over-the-counter brands in Russia.